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US Bancorp

1,849 hedge funds and large institutions have $60.9B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 626 increasing their positions, 696 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 90

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

9% more capital invested

Capital invested by funds: $55.8B → $60.9B (+$5.09B)

8% more funds holding

Funds holding: 1,7121,849 (+137)

2.58% more ownership

Funds ownership: 78.2%80.79% (+2.6%)

10% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 696

20% less call options, than puts

Call options by funds: $435M | Put options by funds: $547M

Holders
1,849
Holders Change
+137
Holders Change %
+8%
% of All Funds
24.35%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
262
Increased
626
Reduced
696
Closed
90
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
751
LifePlan Financial
Minnesota
$1.47M +$262K +5,328 +21%
BSA
752
Bull Street Advisors
Georgia
$1.47M +$13.8K +280 +0.9%
FNA
753
First National Advisers
Nebraska
$1.46M -$188K -3,813 -11%
DF
754
Donoghue Forlines
Massachusetts
$1.46M +$1.5M +30,535 New
BCA
755
Bray Capital Advisors
Florida
$1.46M -$64.9K -1,319 -4%
HTC
756
Haverford Trust Company
Pennsylvania
$1.46M -$13.4K -272 -0.9%
SP
757
Stablepoint Partners
Massachusetts
$1.45M +$27.8K +565 +2%
CRC
758
Curi RMB Capital
Illinois
$1.45M +$26.2K +533 +2%
IMRF
759
Illinois Municipal Retirement Fund
Illinois
$1.44M
VSQM
760
V-Square Quantitative Management
Illinois
$1.44M -$47.6K -967 -3%
VI
761
Vestcor Inc
New Brunswick, Canada
$1.43M -$1.97K -40 -0.1%
TPA
762
Trivium Point Advisory
Connecticut
$1.42M +$141K +2,869 +11%
BRWA
763
B. Riley Wealth Advisors
Florida
$1.41M -$382K -7,774 -21%
HCA
764
Horan Capital Advisors
Ohio
$1.41M -$22.1K -450 -2%
CC
765
Carlson Capital
Texas
$1.41M +$1.45M +29,400 New
SFG
766
SNS Financial Group
Minnesota
$1.4M -$125K -2,545 -8%
SSC
767
Syverson Strege & Co
Iowa
$1.4M -$196K -3,982 -12%
SFS
768
Stiles Financial Services
Minnesota
$1.4M -$72.1K -1,466 -5%
LA
769
Legacy Advisors
Pennsylvania
$1.4M -$102K -2,079 -7%
MWM
770
Mission Wealth Management
California
$1.39M +$478K +9,719 +50%
JAG
771
Journey Advisory Group
Kentucky
$1.39M
HI
772
Horizon Investments
North Carolina
$1.39M +$29.7K +604 +2%
EDRH
773
Edmond de Rothschild Holding
Switzerland
$1.38M +$1.42M +28,916 New
AWM
774
Apollon Wealth Management
South Carolina
$1.38M +$621K +12,616 +77%
Fidelity International
775
Fidelity International
Bermuda
$1.38M +$420K +8,542 +42%

USB Hedge Fund Activity: Q4 2024 in Review

1,849 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2024, worth a combined $60.9B — up 9.1% from $55.8B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new USB positions and 90 closed out — a net gain of 172 holders — while 626 added to existing stakes and 696 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $548M. The largest seller was Viking Global Investors, cutting an estimated $451M.

  • 1,849 institutional investors held US Bancorp (USB) as of Q4 2024, up from 1,712 in Q3 2024.
  • Funds reported $60.9B of US Bancorp stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 262 funds opened new US Bancorp positions in Q4 2024 and 90 closed out, a net change of +172 holders.
  • The largest US Bancorp buyer in Q4 2024 was Morgan Stanley, an estimated $548M added.
  • The largest US Bancorp seller in Q4 2024 was Viking Global Investors, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.